Group 65
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11 articles in this collection
Written by
Lauren Hershey,
Cindy Fillgrove,
and
Jenni Calabrese
Account Maintenance
Edit Your Account Information
Configure and customize your Benefix account
Written by
Jenni Calabrese
Updated over a week ago
Email Communication Settings
How to choose which emails you receive
Written by
Jenni Calabrese
Updated over a week ago
Password Guide
How to unlock your account, reset or recover your password
Written by
Jenni Calabrese
Updated over a week ago
Roles and Permissions
Detailed permissions for each account level
Written by
Lauren Hershey
Updated over a week ago
Account Admin Maintenance
Account Billing Information
Configure or edit your account's payment details
Written by
Cindy Fillgrove
Updated over a week ago
Configure Quoting Options
Select which states and carriers your brokerage will quote
Written by
Jenni Calabrese
Updated over a week ago
Proposal Set Up
How to add your brokerage's logo, branding colors, and contact info
Written by
Cindy Fillgrove
Updated over a week ago
Default Sort Order
Choose the order in which medical plans appear on your proposal by default
Written by
Jenni Calabrese
Updated over a week ago
How to Invite a User
Available to Account Admin level permissions
Written by
Jenni Calabrese
Updated over a week ago
How to Invite a Downline Broker or Brokerage
Available to GA Admin level permissions
Written by
Jenni Calabrese
Updated over a week ago
UnitedHealthcare Appointment
Important message regarding UHC quoting
Written by
Lauren Hershey
Updated over a week ago